Purchases and Sales Made in Q1 2025 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q1 2025. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-171- 6.21% |
$8.54K - $9.57K
|
2.58K
$144K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-192- 2.58% |
$9.59K - $10.7K
|
7.25K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-195- 1.88% |
$9.74K - $10.9K
|
10.2K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-198- 3.76% |
$9.89K - $11.1K
|
5.07K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-200- 4.1% |
$9.99K - $11.2K
|
4.67K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-215- 0.57% |
$10.7K - $12K
|
37.4K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-220- 0.61% |
$11K - $12.3K
|
36.1K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-227- 1.03% |
$11.3K - $12.7K
|
21.9K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-228- 0.81% |
$11.4K - $12.8K
|
28K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-232- 1.38% |
$11.6K - $13K
|
16.6K
$923K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-253- 3.92% |
$12.6K - $14.2K
|
6.2K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-255- 81.73% |
$12.7K - $14.3K
|
57
$3.17K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-260- 0.56% |
$13K - $14.6K
|
46.4K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-260- 23.85% |
$13K - $14.6K
|
830
$46.2K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-377- 8.57% |
$18.8K - $21.1K
|
4.02K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-378- 14.5% |
$18.9K - $21.2K
|
2.23K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-385- 27.17% |
$19.2K - $21.5K
|
1.03K
$57.4K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-397- 6.39% |
$19.8K - $22.2K
|
5.81K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 1.23% |
$20K - $22.4K
|
32.1K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-408- 4.45% |
$20.4K - $22.8K
|
8.75K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-441- 0.51% |
$22K - $24.7K
|
86.8K
$4.83M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-459- 8.61% |
$22.9K - $25.7K
|
4.87K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-461- 7.47% |
$23K - $25.8K
|
5.71K
$317K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-461- 7.47% |
$23K - $25.8K
|
5.71K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-491- 5.11% |
$24.5K - $27.5K
|
9.12K
$507K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-500- 1.5% |
$25K - $28K
|
32.9K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.32% |
$25K - $28K
|
37.5K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-550- 12.71% |
$27.5K - $30.8K
|
3.78K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-580- 1.17% |
$29K - $32.5K
|
49.1K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-602- 2.06% |
$30.1K - $33.7K
|
28.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-611- 8.46% |
$30.5K - $34.2K
|
6.61K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-626- 12.45% |
$31.3K - $35K
|
4.4K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-635- 6.32% |
$31.7K - $35.5K
|
9.41K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-671- 8.26% |
$33.5K - $37.6K
|
7.45K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-697- 2.29% |
$34.8K - $39K
|
29.8K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-700- 7.06% |
$35K - $39.2K
|
9.22K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 2.51% |
$35K - $39.2K
|
27.2K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-709- 11.06% |
$35.4K - $39.7K
|
5.7K
$317K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-720- 3.39% |
$36K - $40.3K
|
20.5K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-730- 15.27% |
$36.5K - $40.9K
|
4.05K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-742- 33.73% |
$37.1K - $41.5K
|
1.46K
$81.1K
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-759- 3.73% |
$37.9K - $42.5K
|
19.6K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-779- 4.04% |
$38.9K - $43.6K
|
18.5K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-784- 1.4% |
$39.2K - $43.9K
|
55.4K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-800- 0.72% |
$40K - $44.8K
|
110K
$6.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-850- 12.13% |
$42.5K - $47.6K
|
6.16K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-883- 2.21% |
$44.1K - $49.4K
|
39K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-946- 23.84% |
$47.3K - $52.9K
|
3.02K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-992- 2.37% |
$49.6K - $55.5K
|
40.9K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-1.01K- 7.64% |
$50.3K - $56.3K
|
12.2K
$676K
|